The augmented reality revolution won't be televised—it will be computed.
As we stand at the precipice of 2025, the battle for AR supremacy has transformed from a hardware race into a superintelligence arms race, where the winners will be determined not by who builds the sleekest glasses, but by who commands the most powerful artificial intelligence to reshape human perception itself.
I’ve pointed out in the AI Supercycle, AR will represent the expansion phase of AI, in the known unknowns, or all these adjacent industries that haven’t been viable for the last twenty years, and thanks to AI, will become so!
The weekly newsletter is in the spirit of what it means to be a Business Engineer:
We always want to ask three core questions:
What’s the shape of the underlying technology that connects the value prop to its product?
What’s the shape of the underlying business that connects the value prop to its distribution?
How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.